PENINSULA ASSET MANAGEMENT INC
All 13F Filings
- Location
- Bradenton, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 195,828
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 53 | 195,828 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
| Q4 2025 | 2/12/2026 | 45 | 194,858 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
| Q3 2025 | 11/12/2025 | 43 | 194,775 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
| Q2 2025 | 8/7/2025 | 45 | 189,417 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
| Q1 2014 | 5/14/2014 | 48 | 122,491 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
| Q4 2013 | 2/6/2014 | 47 | 123,814 | 13F-HR | PENINSULA ASSET MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 156.6 K | 80.0% | 0 | 2.8 K | -2.8 K |
| ETFs | 39.21 K | 20.0% | 3.774 K | 0 | 3.774 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
195,828
Holdings
53
QoQ value change ($000)
970
(0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.